See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,570 | $150,440-90.3% | $136,294-89.3% | $147,584-90.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 33.11% | 1049.08%-1016.0pp | 5155.94%-5122.8pp | 578.55%-545.4pp |
| Employer contribution / active EE | $1,062 | $5,256-79.8% | $4,695-77.4% | $4,876-78.2% |
| Participant deferral / active EE | $3,682 | $6,630-44.5% | $6,247-41.1% | $5,439-32.3% |
| Admin fee / account holder | $80 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |